You can filter the Intelligence Sales Reports by:
- Customer (Relationship) Tags
- Order Tags
- Product Tags
Filtering by tags will allow you to narrow your search further by displaying results only with the tags selected, along with any other dimensions and/or filters used.
For any of the Sales Reports within Intelligence, you can use up to all three of the Tag Filters.
To use the Tag Filters, on any Sales Report, click on Add Filters, select the Tag(s) you wish to filter the report with. Type in the tags, and select the correct tag(s) from the results drop-down.
Click on Apply Filters to finalize and generate the report.
Filtering with multiple tags
It's also possible to use multiple tags within the same dimension filter. This is especially useful if you use order tags to identify different order criteria or to identify the sales order source. Using multiple tags allows you to identify trends or increase the accuracy of your report data.
Adding multiple tags to a filter will return results where the selected tag dimension (order, customer or product) contain each of the tags.
For example, if you tag orders that were processed with sale pricing and also tag the order source (sales channel), you can quickly identify all orders with sale pricing that were synced from a specific order source such as B2B, Shopify or Amazon.
This example would return sales orders containing both b2b and Wholesale tags.
This example would return sales orders containing both Shopify and sale tags, or sales orders containing amazon-pending tags.
When used in conjunction with other tag filters you can continue to add specificity to your filters allowing you to drill further into your data and uncover detailed sales trends.
You may also add another filter on top of your current Active Filters.